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FAQ: DeepVest AdvisorLab - AI-Powered Prospecting Tool for Financial Advisors
TL;DR
DeepVest's AdvisorLab gives financial advisors a competitive edge by transforming hours of manual portfolio analysis into client-ready proposals in minutes.
AdvisorLab analyzes uploaded account statements using verified financial data to assess fees, tax efficiency, and risk exposure before generating customizable proposals.
This tool helps advisors serve clients more efficiently, potentially improving financial outcomes and freeing up time for personalized guidance.
DeepVest's AI platform identifies hidden fees and tax inefficiencies across multiple accounts, turning complex diagnostics into actionable insights instantly.
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AdvisorLab is a suite of AI-powered prospecting tools from DeepVest that enables financial advisors to upload prospect account statements and receive comprehensive portfolio diagnostics, then generates client-ready proposals that can be customized and presented.
AdvisorLab automates portfolio analysis and proposal generation, transforming what used to take hours of manual work into a process that takes minutes, eliminating time-intensive analysis while maintaining analytical rigor.
The platform analyzes holdings across multiple accounts to identify: hidden fees and expense ratios, tax inefficiency and potential savings, portfolio concentration risks, asset allocation misalignment, and cash drag and rebalancing opportunities.
AdvisorLab is purpose-built for prospecting workflows and integrates with DeepVest's hallucination-free AI engine, which uses verified financial data rather than large language models to generate recommendations - a critical compliance consideration for RIAs.
AdvisorLab is designed for financial advisors, specifically serving independent RIAs and advisors at leading firms who need to accelerate client acquisition through efficient prospecting.
AdvisorLab was launched on January 28, 2026, and is available now as part of DeepVest's Advisor Premium subscription.
AdvisorLab is available as part of DeepVest's Advisor Premium subscription, with volume discounts available for firms with multiple advisors.
Toby Wade is the CEO of DeepVest, Dan Eyre is the Chief Revenue Officer, and Daniel Tardent is the CMO and media contact.
For more information, visit www.deepvest.ai or contact Daniel Tardent, CMO, at 760-456-5509 or daniel@deepvest.ai.
Curated from NewMediaWire
